2023 Form 5500 filing — Infomatics Corp. Retirement Trust
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241028083659NAL0003535585001) for Infomatics Corp. Retirement Trust, reported by Infomatics Corp. under EIN 20-4931794 and plan number 001. It reports 127 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241028083659NAL0003535585001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Infomatics Corp.
- EIN
- 20-4931794
- Plan number
- 001
- Location
- Dulles, VA
- Participants
- 127
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,963,089
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,963,089
- Participant contributions
- $265,307
- Total income / additions
- $776,843
- Benefits paid
- $303,716
- Administrative expenses
- $16,994
- Total expenses
- $320,710
- Net increase / (decrease)
- $456,133
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Forusall Advisors LLC | ADMINISTRATOR | $10,801 | not reported in the loaded dataset |
| At Retirement Services, LLC | N/A | $6,193 | not reported in the loaded dataset |